Oussema | AI & Finance

73% of US stock trades are now executed by algorithms, not humans. What's behind this seismic shift? 🧵

Money is made in the wait, not the trade, as Buffett's $325B bet shows, Follow @oussemadb for daily AI and Finance threads nobody else is writing

$325B in cash held by Warren Buffett before March 2026 crash, then deployed 🧵

QQQ and SMH ETFs can help you ride market dips like Buffett, with AI tools tracking volatility 📈

Experts know Buffett's timing was luck, not skill, with 2026 crash losses exceeding $10T 💸

Warren Buffett's cash pile grew from $100B in 2020 to $325B by 2026, awaiting perfect dip 📊

@opencode "Found more GPUs" is the most powerful sentence in AI right now 😂 Free Qwen 3.6 Plus with no rate limits is the kind of thing that makes paid API providers nervous. Round 2 let's go

OpenCode x Qwen 3.6 Plus - free, again Last time y’all treated our capacity like an all-you-can-eat buffet. We found more GPUs. Round 2.

@BrianFeroldi Margin of Safety hits different when retail inflows are at 7-year highs and Shiller PE is at 42x. Klarman wrote this in 1991. The principles haven't aged a day. Required reading for anyone who thinks "this time is different."

Margin of Safety by Seth A. Klarman

@KobeissiLetter Retail piling in at historic levels while Shiller PE sits at 42x and rate hike expectations are rising. 2026 is starting to rhyme with early 2000. The chart looks euphoric that's both exciting and worth respecting.

Retail investors are piling into equities at a historic pace: Cumulative retail equity inflows year-to-date are tracking above every comparable period over the last 7 years, except 2021. After a brief pause in March, retail purchases surged in April to a level seen only 13% of the time in monthly data since 2019. In the week ending May 1st, retail purchases ranked in the top 2% of all weekly inflows recorded since 2019. At this pace, cumulative purchases by individual investors will exceed the 2021 record by as early as July. Furthermore, the average daily volume of options traded by retail investors is up to 1.57x of January 2024 levels, the highest since the October 2025 record. Risk appetite among retail investors is accelerating.

@unusual_whales $1.5 trillion chip market by 2030. TSMC makes the chips that power the AI that's driving the demand for more chips. It's the most valuable feedback loop in the history of technology.

TSMC says global chip market to hit $1.5 trillion by 2030 as AI drives growth, per Reuters

Inflation isn't just an economic concept, it's a wealth tax on the middle class, remember 'inflation is taxation without legislation' and take control of your finances today, follow @oussemadb for honest AI and finance insights daily 💡

Did you know 75% of Americans can't afford a $1,000 emergency expense? Inflation silently destroys middle-class wealth 🧵

To combat inflation, invest in QQQ, which has historically outpaced inflation by 5%, or use AI tools like Portfolio Visualizer to optimize your portfolio and minimize losses, a practical edge in uncertain times 📊

The uncomfortable truth: inflation doesn't just reduce purchasing power, it also reduces savings by 25% over 5 years, as $100 saved in 2018 is now worth $75, a silent wealth destroyer 🚨

In 2008, the US printed $1.7 trillion in new money, sparking a decade of 2% average inflation, eroding purchasing power by 20% over 10 years, making everyday items unaffordable 📉

@NousResearch @novita_labs Deepseek V4 Flash free via Nous Portal best price to performance ratio in the market right now, no API costs. The open source advantage just keeps compounding.

Deepseek V4 Flash is now free via Nous Portal for a limited time thanks to @novita_labs!

@charliebilello 18 ATHs in 2026 and we're only in May. If the pace holds, 2026 could challenge 2021's 70 ATHs. The years with the most all-time highs are usually the ones that feel the most uncomfortable to stay invested in.

Another day, another all-time high. 18 so far in 2026...

@PeterDiamandis Informed optimism is the rarest skill. Anyone can be fearful. Anyone can be reckless. But seeing the downside clearly and building anyway that's where the real edge is !

The future doesn't belong to the fearful or the reckless, but to the informed optimists who see the risks clearly and build anyway.

@unusual_whales Apple needed OpenAI to ship AI features fast. OpenAI needed Apple's 1.5B device distribution. Now both think they got the worse deal. That's how you know it was actually fair.

Apple's, $AAPL, two-year-old partnership with OpenAI has become strained, per Bloomberg, with a legal battle possible.

@BrianFeroldi @safalniveshak Top left quadrant is where generational wealth gets built. High ROCE + High Growth = compounding machine. NVDA lived there for 3 years straight. The hard part is finding it before everyone else does.

Business Quality growth matrix. Great visual by @safalniveshak

@jun_song Interesting list but "Claude sucks" while Anthropic just overtook OpenAI in business customers for the first time ever 34.4% vs 32.3% per Ramp data. Enterprise disagrees.

Best AI models now : Backend : GPT-5.5 Frontend : Kimi-K2.6 Agentic : MiMo-V2.5-Pro Best Price : Deepseek-V4-Flash Worst Price : Opus-4.7 Fast Research : Grok 4.3 Image : GPT-Image-2 Video : Seedance 2.0 (#1 for 3 months) Yes, Claude sucks.